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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1151
Certified Advisory Corp
Florida
$199K -$38.8K -959 -17%
GC
1152
Grace Capital
Massachusetts
$197K – – –
RTC
1153
Riverview Trust Company
Washington
$195K – – –
FHA
1154
First Horizon Advisors
Tennessee
$192K -$24.8K -614 -12%
PP
1155
Pacifica Partners
Canada
$192K -$21K -520 -10%
OIA
1156
Optimum Investment Advisors
Illinois
$186K – – –
PMFA
1157
Plante Moran Financial Advisors
Michigan
$186K +$81 +2 +0%
1IA
1158
1834 Investment Advisors
Wisconsin
$186K +$8.09K +200 +5%
CA
1159
Clearstead Advisors
Ohio
$184K – – –
GRP
1160
Global Retirement Partners
California
$184K +$20.1K +497 +13%
CFO
1161
CVA Family Office
Colorado
$177K +$28.1K +694 +20%
ANBT
1162
American National Bank & Trust
Texas
$177K +$41.7K +1,030 +32%
YAL
1163
Your Advocates Ltd
Texas
$174K – – –
KFS
1164
Kelly Financial Services
Massachusetts
$165K – – –
BFC
1165
Bedel Financial Consulting
Indiana
$164K -$16.2K -400 -9%
BCA
1166
Bray Capital Advisors
Florida
$162K – – –
EFSCE
1167
Enterprise Financial Services Corp (EFSC)
Missouri
$160K -$124K -3,076 -45%
FMT
1168
First Mercantile Trust
Tennessee
$157K -$101K -2,490 -40%
FHA
1169
Flagship Harbor Advisors
Massachusetts
$157K -$14.7K -363 -9%
SBSB
1170
Sullivan, Bruyette, Speros & Blaney
Virginia
$154K +$9.1K +225 +7%
FDCDDQ
1171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$152K -$612K -15,142 -81%
TFS
1172
TrustCore Financial Services
Tennessee
$152K -$4.08K -101 -3%
WOC
1173
West Oak Capital
California
$148K -$107K -2,654 -43%
CB
1174
CNB Bank
Pennsylvania
$146K -$7.68K -190 -5%
QCG
1175
Quadrant Capital Group
Ohio
$146K +$63K +1,558 +81%
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